The Money Marketing Podcast

In Conversation With…Tony Bates, MD, IDEX Consulting Ltd

In the latest episode of In Conversation With, Tony Bates, managing director at Idex Consulting, joins Money Marketing chief reporter Lois Vallely to talk about the mammoth recruitment challenge advisers are facing. They also discuss diversity and inclusion in financial services, and what the future advice client might look like. 

What does it mean to be professional?

Feature writer Amanda Newman Smith reflects on the professionalism displayed in The Beatles' Get Back documentary and questions the importance of good manners and communication in the workplace. Listen now:
 

Protection Series - Myth busting the application process - Episode 3

In our third protection podcast with Royal London, Shelley Read, Intermediary Development & Technical Manager, and Craig Morton, Head of Distribution, join Kimberley Dondo, Digital Content Manager, to discuss how advisers can dispel application process myths and how providers can simplify the process for people to quickly obtain the coverage they need.
And if you want tools and resources to help support your protection conversations during tough times, visit adviser.royallondon.com/safehands

In Conversation With...Fotis Chatzimichalakis, Impax Asset Management

Fotis Chatzimichalakis, Portfolio Manager at Impax Asset Management joins Kimberley Dondo in the latest episode of In Conversation With. They discuss an overview of the UK's largest environmental trust and the challenges facing green trusts.
 

Farewell to Money Marketing and the adviser profession

In his final Weekend Essay, Jean-Baptiste Andrieux reflects on his nearly two years at Money Marketing, listen now as he walks us through his journey.
 

Podcast: Month in Review - February 2023

Listen to our End of February 2023 Podcast. The Money Marketing team discuss standout moments from Feb and bids farewell to senior reporter, Jean-Baptiste Andrieux.

In Conversation With...Andrew Aldridge, Partner at Deepbridge

Andrew Aldridge, Partner at Deepbridge joins Kimberley Dondo to discuss how can advisers can be more tax efficient with investment portfolios and the benefits of investing in life science startups. Listen now:

Why we need more finfluencers

In her latest Weekend Essay, digital content manager, Kimberley Dondo explains why more financial advisers need to embrace social media.
 

Protection Series - Importance of choice and flexibility - Episode 2

In the second episode in association with Royal London, digital content manager, Kimberley Dondo is joined by Shelley Read and Gregor Sked, Intermediary Development & Technical Managers from Royal London. They discuss the importance of recommending protection policies which give clients choice and flexibility.

In Conversation With…James Sullivan, Head of Partnerships, Tyndall IM

In the latest episode of In Conversation With, James Sullivan, Head of Partnerships, Tyndall Investment Management, speaks to chief reporter Lois Vallely about the importance of the IFA in the broader food chain of financial services and the influence they hold. Sullivan also delves into his journey through financial services.